Viavi Solutions has reported robust revenue and profit growth driven by strong demand in AI data centers, optical testing, and aerospace & defense sectors. The company’s data center operations, particularly in 1.6T and CPO technologies, are key growth drivers alongside steady aerospace & defense revenue. Despite a higher stock valuation, the analyst rates Viavi Solutions as a Buy at $37, expecting margin expansion and accelerated growth in core segments. Risks include reliance on AI capital expenditure cycles, customer concentration, and weak free cash flow, but positive earnings forecasts through FY2028 support the optimistic outlook.
Global zinc supply is expected to fall short by 88,000 tonnes in 2026 amid declining mine production, while tin demand is projected to outpace supply growth through 2035. This has renewed exploration in historic polymetallic mining districts in the U...
Avacta Therapeutics presented positive preclinical and early clinical data for AVA6103, a novel peptide-drug conjugate targeting FAP-positive tumors resistant to Enhertu. AVA6103 demonstrated superior tumor control and prolonged drug release in precl...
Obra Capital has closed its fifth Collateralized Loan Obligation (CLO) offering, raising $403.6 million. This deal brings the firm's total CLO issuance to more than $2 billion across five deals in less than two years, demonstrating strong investor co...
ImPact Biotech reported positive early results from its Phase 1 trial of Padeliporfin VTP in patients with locally advanced, unresectable pancreatic cancer. Of 12 patients treated, 75% have undergone or are scheduled for surgery, with over half achie...
eSoftware Associates has introduced a free five-minute AI readiness assessment to help regulated organizations identify and prioritize security risks related to sensitive file access in Microsoft 365 before deploying Copilot. The assessment highlight...
